SEC Form ADV

LIFEPLAN GROUP

Firm profile: LifePlan Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC

$326.0M

Assets Under Management

Employees

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Registration Details

Accession: crd-144157
Location: RALEIGH, NC
Filing Date: July 30, 2026
AUM: $326.0M
Employees: 9
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

LIFEPLAN GROUP is a registered investment adviser headquartered in RALEIGH, NC, managing approximately $326.0M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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